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    14541 Hope Center Loop Unit 100 Fort Myers, FL 33912 C: 239.209.8520 D: 239.415.8017 F: 239.415.7618
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How cyber savvy are you?
Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe.
Technology & Innovation
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning
Read
Read
More retirees crossing state lines – here’s where they’re going

Florida drew more retirees than any other state.

Retirement & Longevity
Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Structured lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing
Read
What a difference a data point (or two) makes
5/3/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Earnings season is in the homestretch
5/3/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover.

Retirement & Longevity

Are you ready? Let’s uncover the possibility of working together.

Jessen Wealth ConsultingJessen Wealth Consulting
  • 14541 Hope Center Loop Unit 100 Fort Myers, FL 33912
  • 239.209.8520
  • 239.415.8017
  • 239.415.7618
  • Map & Directions
  • Map & Directions

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